Anic Equity¶
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Total return since start: 0.55 %¶
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Equity now: -----------------------------> 47360.53 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45962.54 Kr¶
PnL: ---------------------------------------> -926.03 Kr¶
DD now: ---------------------------------> -2.61 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 11:32:05.740993'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -0.760000 | 784.800000 | 111.800000 | 16.610000 | 673.000000 |
| SAAB B | 8 | 0.140000 | 3448.000000 | 71.000000 | 2.100000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.720000 | 3508.420000 | 54.420000 | 1.580000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.720000 | 392.600000 | 37.600000 | 10.590000 | 355.000000 |
| Resurs Holding | 22 | 1.440000 | 602.360000 | 28.360000 | 4.940000 | 573.999998 |
| Intrum | 4 | 1.360000 | 552.200000 | 25.200000 | 4.780000 | 527.000000 |
| Corem Property Group B | 59 | 0.000000 | 598.850000 | 21.850000 | 3.790000 | 576.999999 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Boozt | 12 | 0.070000 | 1672.800000 | 18.800000 | 1.140000 | 1653.999996 |
| Swedbank A | 3 | 0.680000 | 579.750000 | 15.750000 | 2.790000 | 564.000000 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Securitas B | 6 | 1.520000 | 584.880000 | 14.880000 | 2.610000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.070000 | 249.360000 | 3.360000 | 1.370000 | 246.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.150000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Handelsbanken A | 5 | 0.400000 | 542.150000 | -3.850000 | -0.710000 | 546.000000 |
| Midsona B | 63 | 0.330000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.990000 | 574.000000 | -20.570000 | -3.460000 | 594.565215 |
| CTEK | 13 | -3.530000 | 511.940000 | -22.060000 | -4.130000 | 533.999999 |
| Essity B | 2 | -0.400000 | 547.000000 | -27.000000 | -4.700000 | 574.000000 |
| Essity A | 4 | 0.000000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| OX2 | 18 | 0.440000 | 1424.700000 | -239.300000 | -14.380000 | 1663.999992 |
| Beijer Electronics Group | 26 | -2.780000 | 2724.800000 | -246.200000 | -8.290000 | 2971.000006 |
| Axfood | 13 | 0.220000 | 3476.200000 | -279.800000 | -7.450000 | 3756.000001 |
| Ovzon | 52 | -0.370000 | 2766.400000 | -595.600000 | -17.720000 | 3361.999992 |
| TOTAL | 45962.540000 | -926.030000 | -2.61025% | 46888.564618 |
Updated:¶
'2023-01-27 11:32:18.873193'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
